Mentorship Finance Call
Challenge your strategy. Build a portfolio that holds.
90 minutes live with a trader, portfolio manager and quant dev to audit your strategy, harden your allocation and secure your capital.
1h30 Video · 1-1
Who it's for
- You built your portfolio on gut feeling and doubt its soundness.
- You want an expert outside view before a major decision.
- You keep stacking positions without a clear overall strategy.
- You want to understand and control your risk, not just hope.
What we do together
01
Strategy audit
We stress-test your strategy: thesis, horizon, coherence. We find what doesn't hold up.
02
Robust allocation
We build a solid, diversified allocation aligned with your real goals and risk tolerance.
03
Risk management
Position sizing, drawdown, hidden correlations: we set guardrails to protect your capital.
04
Action plan
We prioritize. You leave with a clear roadmap and decisions made, not assumptions.
How the call unfolds
0-15 min
Where you stand
Your situation, your goals, your current portfolio.
15-60 min
Audit & build
We challenge, spot the risks, and rebuild a robust allocation.
60-90 min
Plan & priorities
We lock your next actions and answer all your questions.
🎯 You leave with
A written allocation plan, your priority risks identified, and your 3 next concrete actions.
